Principle Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Buy	+2,860	New	+$263K	0.02%	328
2020 Q3	–	Sell	-595	Closed	-$32K	–	296
2020 Q2	$32K	Buy	+595	New	+$32K	0.01%	320